Salesforceで取引先責任者にレコードが登録されたらLINE WORKSに通知する

  1. Apps
  2. Salesforce
  3. Salesforceで取引先責任者にレコードが登録されたらLINE WORKSに通知する
Try this Template
No items found.
Try this template
No items found.

■概要

「Salesforceで取引先責任者にレコードが登録されたらLINE WORKSに通知する」フローは、営業チームの情報共有を円滑にする業務ワークフローです。
重要な顧客情報の漏れや対応の遅れを防ぎ、迅速な営業活動をサポートします。‍

‍

■このテンプレートをおすすめする方

  • SalesforceとLINE WORKSを既に活用している営業担当者の方
  • チーム内での情報共有を効率化したい営業マネージャーの方
  • 新規顧客情報の迅速な共有を通じて営業成果を向上させたいビジネスプロフェッショナルの方
  • 手動での情報連携に時間を取られている営業チームのリーダーの方
  • 営業プロセスの自動化を検討しているIT担当者の方

‍

■このテンプレートを使うメリット

  • 情報共有の迅速化：Salesforceの登録がLINE WORKSに自動的に通知され、チーム全体で最新情報を共有できます。
  • コミュニケーションの効率化：手動作業を減らし、Slack上でスムーズな意思疎通が可能になります。
  • 業務の透明性向上：営業活動の状況がスムーズに可視化され、チーム全体の連携が強化されます。
このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Search for company information registered in Salesforce on Google, summarize the retrieved snippets using AI, and update the record.
Search for company information registered in Salesforce on Google, summarize the retrieved snippets using AI, and update the record.
Google Search
When an application is approved in Jobcan Workflow, notify LINE WORKS.
When an application is approved in Jobcan Workflow, notify LINE WORKS.
Jobcan Expense Management & Workflow
When a schedule is registered in Jicoo, notify LINE WORKS.
When a schedule is registered in Jicoo, notify LINE WORKS.
Jicoo
Salesforceで取引先責任者にレコードが登録されたらGoogle Chatに通知する
Salesforceで取引先責任者にレコードが登録されたらGoogle Chatに通知する
Salesforce
Salesforceで取引先責任者にレコードが登録されたらDiscordに通知する
Salesforceで取引先責任者にレコードが登録されたらDiscordに通知する
Salesforce
Salesforceで取引先責任者にレコードが登録されたらLINE WORKSに通知する
Salesforceで取引先責任者にレコードが登録されたらLINE WORKSに通知する
Salesforce
毎日Salesforceのレポートを取得してDiscordに通知する
毎日Salesforceのレポートを取得してDiscordに通知する
Salesforce
毎日Salesforceのレポートを取得してMicrosoft teamsに通知する
毎日Salesforceのレポートを取得してMicrosoft teamsに通知する
Salesforce
Salesforceで取引先責任者にレコードが登録されたらChatworkに通知する
Salesforceで取引先責任者にレコードが登録されたらChatworkに通知する
Salesforce
Chatworkにメッセージが投稿されたらLINE WORKSに通知する
Chatworkにメッセージが投稿されたらLINE WORKSに通知する
Chatwork
LINE WORKSにメッセージが投稿されたらChatworkに通知する
LINE WORKSにメッセージが投稿されたらChatworkに通知する
LINE WORKS
When Salesforce opportunity information is registered or updated, transfer the information to Excel.
When Salesforce opportunity information is registered or updated, transfer the information to Excel.
Salesforce
When Salesforce opportunity information is registered, add the information to Excel.
When Salesforce opportunity information is registered, add the information to Excel.
Salesforce
Salesforceでリード情報が追加されたら、Telegramに通知する
Salesforceでリード情報が追加されたら、Telegramに通知する
Salesforce
Salesforceで商談フェーズが更新されたら、Xeroで請求書を発行する
Salesforceで商談フェーズが更新されたら、Xeroで請求書を発行する
Salesforce
Stripeで新規顧客が作成されたら、Salesforceにも登録する
Stripeで新規顧客が作成されたら、Salesforceにも登録する
Stripe
Transcribe and translate webinar videos submitted through the form and notify via LINE WORKS.
Transcribe and translate webinar videos submitted through the form and notify via LINE WORKS.
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via LINE WORKS.
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via LINE WORKS.
Google Forms
When the resignation date is updated in SmartHR, notify the relevant department of the resigning employee's information via LINE WORKS.
When the resignation date is updated in SmartHR, notify the relevant department of the resigning employee's information via LINE WORKS.
SmartHR
When a message is posted on LINE WORKS, create a folder in OneDrive based on the message content.
When a message is posted on LINE WORKS, create a folder in OneDrive based on the message content.
Microsoft OneDrive
When an expense application is approved in Money Forward Cloud Expenses, add it to Salesforce.
When an expense application is approved in Money Forward Cloud Expenses, add it to Salesforce.
Money Forward Cloud Expenses
Check the registration status of the qualified invoice issuing business entity for the invoice received in Outlook using the Qualified Invoice Issuer Public System and notify LINE WORKS.
Check the registration status of the qualified invoice issuing business entity for the invoice received in Outlook using the Qualified Invoice Issuer Public System and notify LINE WORKS.
Qualified Invoice Issuer Public Registry
When the opportunity status in Salesforce becomes "Closed Won," create an inbound request in OpenLogi.
When the opportunity status in Salesforce becomes "Closed Won," create an inbound request in OpenLogi.
OpenLogi
Create a folder in Google Drive when a specific message is sent in LINE WORKS
Create a folder in Google Drive when a specific message is sent in LINE WORKS
Google Drive
When the Salesforce opportunity stage is updated to a specific phase, retrieve the company information, create a client in freee Accounting, and issue an invoice.
When the Salesforce opportunity stage is updated to a specific phase, retrieve the company information, create a client in freee Accounting, and issue an invoice.
freee Accounting
Here are some Similar Templates!
Record new lead information registered in Salesforce into a Google Spreadsheet.
When new lead information is registered in Salesforce, the information is automatically recorded in a Google Spreadsheet. The spreadsheet can reflect any desired fields, such as lead names and contact information.
See details
When a new lead is registered in Salesforce, register it in kintone.
When a new lead is registered in Salesforce, a new record is created in kintone. Data can be automatically transferred without accessing the destination database like kintone.
See details
When a new lead is registered in Salesforce, notify Slack.
- When a new lead is registered in Salesforce, a notification will be sent to the specified Slack channel. - Lead information can be automatically expanded without accessing the chat tool. - Additionally, you can specify any Slack channel for notifications.
See details
When a record is registered in a Salesforce custom object, add it to Google Sheets.
This is a flow that adds a record to a Google Sheets database when a record is registered in a Salesforce custom object. The person in charge of the task does not need to manually transfer the data, significantly improving work efficiency and reducing the risk of human error.
See details
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
See details
When the Salesforce opportunity stage reaches the specified phase, send the contract via Docusign.
When the Salesforce opportunity stage reaches the specified phase, you can send contracts via Docusign. By automating the creation and sending of contracts, you can prevent omissions in contract-related tasks and significantly reduce the time spent on verification work.
See details
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Related apps
Salesforce
 Templates using
View all related templates
Learn more about Yoom
LINE WORKS
Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.
Related apps
LINE WORKS
Templates using
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
Learn more about Yoom
About the apps you use
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see details
templates
Similar apps
Wild Apricot
Teamleader
Kairos3 Sales
Bigin by Zoho CRM
Bitrix24
PHONE APPLI PEOPLE
Kommo
Amptalk Analysis
Streak
Zendesk Sell
LINE WORKS
Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.
see details
templates
Similar apps
WhatsAble Message
Whapi.Cloud
Direct
Telegram
Discord
Talknote
Chatwork
Google Chat
LINE WORKS
Microsoft Teams
see details
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
everything
Salesforce
LINE WORKS
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2025/03/12
                  How to Integrate Applications
                  [No Code Solution] How to Automatically Integrate Salesforce Data with ChatGPT
                  r.suzuki
                  2025/01/15
                  How to Integrate Applications
                  How to automatically register a spot in cyzen when an account is registered in Salesforce by integrating Salesforce and cyzen
                  s.miyamoto
                  2025/02/04
                  How to Integrate Applications
                  To integrate Intercom with Salesforce and automatically register a lead in the Salesforce lead object when a new conversation is created in Intercom
                  y.matsumoto
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details